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About the Role

Investment Banking Summer Associates are given a high level of responsibility on matters of business significance within a specific industry or product-focused team. Associates work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. This role will enhance financial analysis skills, develop a deep understanding of capital markets and clients, and contribute ideas on projects with significant scope and impact.

Responsibilities

Develop financial models to assess debt and equity financing alternatives for transactions.
Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies.
Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
Research, analyze, present and document drafting elements of a developing transaction.
Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.
Assist with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.
Assist with preparing standard and tailored presentations and pitches to clients.
Seek opportunities for development through the job itself, special assignments, training, or external activities.
Perform other duties and responsibilities as assigned.

Requirements

Fundamental concepts, practices, and procedures of Investment Banking.
Fundamental investment concepts, practices and procedures used in the securities industry.
Concepts, practices and procedures of Tax and Accounting.
Financial markets and products.
Leading business concepts learned in graduate degree setting.
Communicate effectively, both orally and in writing.
Analytical skills sufficient to assess and explain events in the market.
Problem solving and solution design skills.
Think independently and develop ideas and strategies.
Utilize technology and systems to produce reports, communications and presentations.
Define high quality standards and evaluate products, services, and performance against benchmarks.
Gather information, identify linkages and trends, and apply findings to reports.
Attend to detail while maintaining a big picture orientation.
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
Think independently on matters of significance in order to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Establish and maintain effective working relationships at all levels of the organization.
Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
Assume full responsibility and accountability for own actions.
Demonstrate uncompromising adherence to ethical principles.
Be proactive and demonstrate readiness and ability to initiate action.
Engage across all organizational levels through interpersonal effectiveness and communication, both oral and written.
Leverage previous professional experience and knowledge in producing client-facing deliverables (e.g. modeling).
Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
Currently enrolled in an accredited graduate degree program.
Minimum of two years of relevant, professional work experience.
Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Skills

Financial modeling
Valuation methodologies
Comparative company analysis
Discounted cash flow analysis
Equity offerings
Mergers and acquisitions
Financial advisory
Research
Analysis
Presentation
Client presentations
Current events analysis
M&A execution
Financing transactions
Pitch preparation
Investment Banking concepts
Investment concepts
Tax and Accounting concepts
Financial markets and products
Business concepts
Effective communication (oral and written)
Analytical skills
Problem solving
Solution design
Independent thinking
Strategy development
Technology utilization
Report production
Communication production
Presentation production
Quality standards definition
Performance evaluation
Information gathering
Trend identification
Detail orientation
Big picture orientation
Workflow management
Regulatory compliance
Independent thought
Marketing ideas
Task organization
Task management
Priority management
Relationship building
Judgment
Discretion
Collaboration
Accountability
Ethical principles adherence
Proactiveness
Initiative
Interpersonal effectiveness
Client-facing deliverable production

Location

St. Petersburg, FL

Work Type

Resident
Full-time

Experience Level

Summer Associate
3 to 6 years general experience

Education Level

Graduate degree program
Bachelor's - Business Administration

Salary/Compensations

$70,000.00-$175,000.00

Benefits

Medical
Dental
Vision
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off (vacation, holidays, sick leave)
Parental leave

About the Company

One of the largest independent financial services firms in the country.
Focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.
Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL.
Provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
Strives to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities.
Associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Expects associates at all levels to grow professionally and inspire others, work with and through others to achieve desired outcomes, make prompt, pragmatic choices and act with the client in mind, take ownership and hold themselves and others accountable for delivering results that matter, and contribute to the continuous evolution of the firm.
Has a people-first culture, honoring, valuing, and respecting the uniqueness, experiences, and backgrounds of all associates.
Believes that when associates bring their best authentic selves, the organization, clients, and communities thrive.

Equal Opportunity

Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.